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iShares S&P 500 Growth ETF

1,899 hedge funds and large institutions have $48.1B invested in iShares S&P 500 Growth ETF in 2025 Q3 according to their latest regulatory filings, with 136 funds opening new positions, 593 increasing their positions, 753 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.99% less ownership

Funds ownership: 73.57%72.58% (-0.99%)

4% less funds holding in top 10

Funds holding in top 10: 197189 (-8)

21% less repeat investments, than reductions

Existing positions increased: 593 | Existing positions reduced: 753

Holders
1,899
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
189
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$25.2M
Puts
$17.7M
Net Calls
Net Calls Change

Top Sellers

1 -$222M
2 -$176M
3 -$126M
4
Wells Fargo
Wells Fargo
California
-$76.5M
5
Morgan Stanley
Morgan Stanley
New York
-$64.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PWP
1926
Precedent Wealth Partners
Texas
AL
1927
Aspiriant LLC
California
APWA
1928
Atlas Private Wealth Advisors
New Jersey
KF
1929
KKM Financial
Illinois
FWP
1930
Forefront Wealth Partners
Texas
SIMG
1931
Sonora Investment Management Group
Arizona
MP
1932
McDonald Partners
Ohio
FCM
1933
Fortis Capital Management
Washington
FTUS
1934
Flow Traders U.S.
New York
AWP
1935
Abacus Wealth Partners
California
TWP
1936
Tyche Wealth Partners
Texas
BMM
1937
Berkshire Money Management
Massachusetts
BFP
1938
Briaud Financial Planning
Texas
WTFG
1939
Wood Tarver Financial Group
Idaho
PA
1940
Pineridge Advisors
Missouri
FMTCOCP
1941
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
GBA
1942
Garrison Bradford & Associates
New York
CICI
1943
Capital Investment Counsel Inc
North Carolina
BIG
1944
Brooklyn Investment Group
New York
PSFG
1945
Park Square Financial Group
Georgia
AWM
1946
Avondale Wealth Management
Texas
AP
1947
Atwood & Palmer
Missouri
RIM
1948
Ryan Investment Management
Colorado
TIM
1949
Total Investment Management
Arizona
CPBTD
1950
Central Pacific Bank - Trust Division
Hawaii